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Benefits broker of record · SAN MATEO, CA

ALLIANT INSURANCE SERVICES, INC.

ALLIANT INSURANCE SERVICES, INC. of SAN MATEO, CA is named as the broker of record on 2 insurance contracts in public Form 5500 Schedule A filings.

One of 99 offices of ALLIANT INSURANCE SERVICES, INC..

Contracts brokered
2
Book size
under $10k
Office state
CA

Book profile

ALLIANT INSURANCE SERVICES, INC. brokers 2 insured contracts for 1 employer, all in California.

METLIFE LEGAL PLANS writes the most contracts in the book (1, about 50%); METROPOLITAN GENERAL INSURANCE COMPANY follow.

Renewals concentrate on September 1: 50% of the dated welfare contracts have policy years ending in August, so most of the book comes up for review at once.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
FORTINET, INC.SUNNYVALE, CAMETLIFE LEGAL PLANSSep 1FY2024
FORTINET, INC.SUNNYVALE, CAMETROPOLITAN GENERAL INSURANCE COMPANYJan 1FY2024

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2024 on this page)

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